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Notis

Keep track of the saved views available on an Affinity list

Get a regular inventory of saved views to make list review easier to navigate.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get metadata on saved views

Retrieves metadata for saved views on a list.

Why this helps

Useful views can become hard to find when teams accumulate saved views without a clear shared inventory.

  • Review saved view metadata together
  • Make view discovery simpler
  • Prompt cleanup or documentation review

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Affinity once in the Notis portal.
  • 2Create an automation, choose its name, and set a report channel.
  • 3Tell Notis which Affinity list's saved views to retrieve and how to summarize the catalog.
  • 4Choose a recurring schedule as the trigger.
  • 5Choose where run reports should go and test with a list that has saved views.

Questions about this workflow

Does this include saved view rows?

No. It returns metadata on saved views for a list. Use the saved-view entries action for row data.

Does it preserve each view's sort order?

The metadata action returns saved view metadata. The saved-view entries action does not maintain sort order.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Affinity. A trigger fires from one place; an action lands in another.

AnyDB triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

AnyDB and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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